← All themes

Water

Water is a local, regulated, and capital hungry business covering collection, treatment, distribution, and the network that leaks along the way. Scarcity and tightening quality rules push spending up regardless of the economic cycle.

67 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
2501
Sageworth Trust
Sageworth Trust
Pennsylvania
$163K -$25K 1 0.02% Reduced
2502
HM Payson & Co
HM Payson & Co
Maine
$162K -$14.5M 3 0.48% Reduced
2503
IF
Ironwood Financial
Arizona
$162K -$11K 5 0.09% Reduced
2504
MSA
Marino Stram & Associates
Massachusetts
$162K -$25K 4 0.14% Reduced
2505
MCF Advisors
MCF Advisors
Kentucky
$161K $0 4 0.03% Maintained
2506
CFA
Camarda Financial Advisors
Florida
$158K +$20.8K 2 0.19% Increased
2507
LWM
Liberty Wealth Management
California
$156K +$170K 9 0.12% New
2508
AP
Arlington Partners
Alabama
$154K -$144K 2 0.1% Reduced
2509
CB
CNB Bank
Pennsylvania
$154K +$40.6K 2 0.1% Increased
2510
HCM
Hilton Capital Management
New York
$149K -$14.3M 2 0.03% Reduced
2511
CMO
Covenant Multifamily Offices
Texas
$148K -$804K 1 0.06% Reduced
2512
CH
Canton Hathaway
Rhode Island
$146K -$14.5K 2 0.09% Reduced
2513
FCMT
Founders Capital Management (Texas)
Texas
$145K $0 5 0.15% Maintained
2514
VRM
Vectors Research Management
New York
$145K -$37.6K 3 0.07% Reduced
2515
MF
MHI Funds
New York
$143K -$14.1K 2 0.15% Reduced
2516
APW
Acima Private Wealth
Virginia
$139K +$148K 1 0.14% New
2517
DA
Denali Advisors
California
$138K -$5.35M 4 0.02% Reduced
2518
PWMG
Prestige Wealth Management Group
New Jersey
$138K +$146K 10 0.1% New
2519
POIA
Pin Oak Investment Advisors
Texas
$136K +$256 4 0.12% Increased
2520
ZIM
ZPR Investment Management
Florida
$131K +$134K 1 0.26% New
2521
IAA
Ironsides Asset Advisors
North Carolina
$126K $0 1 0.05% Maintained
2522
CIA
CSat Investment Advisory
Michigan
$123K +$46K 7 0.07% Increased
2523
DOA
D'Orazio & Associates
Virginia
$121K $0 2 0.04% Maintained
2524
MAM
Marquette Asset Management
Minnesota
$121K +$140K 1 0.05% New
2525
MWC
MKD Wealth Coaches
Michigan
$121K +$129K 1 0.14% New